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WisdomTree US LargeCap Fund
EPS

95 hedge funds and large institutions have $400M invested in WisdomTree US LargeCap Fund in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

63% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 24

23% more capital invested

Capital invested by funds: $324M → $400M (+$75.8M)

14% more funds holding

Funds holding: 83 → 95 (+12)

5.83% more ownership

Funds ownership: 54.95% → 60.79% (+5.8%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
95
Holders Change
+12
Holders Change %
+14.46%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
39
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWM
IHT Wealth Management
Illinois
+$13.9M
2
PAG
Private Advisor Group
New Jersey
+$11.8M
3
PWS
Private Wealth Strategies
Ohio
+$2.9M
4
KAS
Kestra Advisory Services
Texas
+$2.66M
5
CA
Cetera Advisors
Colorado
+$2.26M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.46M
2
FTUS
Flow Traders U.S.
New York
-$1.86M
3
IA
IFP Advisors
Florida
-$1.72M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.54M
5
TRCT
Tower Research Capital (TRC)
New York
-$392K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
51
Berger Financial Group
Minnesota
$529K – – –
PCM
52
Parsons Capital Management
Rhode Island
$481K +$5.36K +110 +1%
Ameriprise
53
Ameriprise
Minnesota
$480K -$33.5K -688 -7%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$450K -$3.75K -77 -0.9%
AWA
55
Arkadios Wealth Advisors
Georgia
$425K -$199K -4,075 -33%
RFA
56
Resurgent Financial Advisors
Georgia
$417K +$404K +8,280 New
MA
57
Mezzasalma Advisors
New Jersey
$367K – – –
EGA
58
E&G Advisors
Texas
$346K +$731 +15 +0.2%
CGPCS
59
Capital Group Private Client Services
California
$316K +$305K +6,266 New
PA
60
PSI Advisors
Florida
$294K -$19.4K -398 -6%
KPWS
61
Kestra Private Wealth Services
Texas
$286K -$43.8K -899 -14%
WHG
62
Westwood Holdings Group
Texas
$257K – – –
RJA
63
Raymond James & Associates
Florida
$257K +$249K +5,102 New
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$246K +$682 +14 +0.3%
IA
65
IFS Advisors
Kansas
$244K – – –
ONB
66
Old National Bancorp
Indiana
$233K – – –
RWB
67
RMR Wealth Builders
New Jersey
$221K +$214K +4,387 New
MWP
68
Moller Wealth Partners
$211K +$204K +4,194 New
US Bancorp
69
US Bancorp
Minnesota
$204K -$48.7K -1,000 -20%
PAS
70
Park Avenue Securities
New York
$200K +$194K +3,981 New
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$128K -$20.3K -417 -14%
CFD
72
Creative Financial Designs
Indiana
$126K -$8.58K -176 -7%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$118K +$16.3K +334 +17%
AWM
74
Accel Wealth Management
Iowa
$103K +$55.4K +1,137 +126%
SIC
75
SJS Investment Consulting
Ohio
$88K +$85.1K +1,746 New
1 2
3
4 5

EPS Hedge Fund Activity: Q4 2021 in Review

95 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q4 2021, worth a combined $400M — up 23% from $324M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EPS positions and 6 closed out — a net gain of 12 holders — while 39 added to existing stakes and 24 trimmed.

The largest buyer was IHT Wealth Management, opening a new position worth an estimated $13.9M. The largest seller was Envestnet Asset Management, cutting an estimated $8.46M.

  • 95 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q4 2021, up from 83 in Q3 2021.
  • Funds reported $400M of WisdomTree US LargeCap Fund stock for Q4 2021, up 23% quarter-over-quarter.
  • 18 funds opened new WisdomTree US LargeCap Fund positions in Q4 2021 and 6 closed out, a net change of +12 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q4 2021 was IHT Wealth Management, an estimated $13.9M added.
  • The largest WisdomTree US LargeCap Fund seller in Q4 2021 was Envestnet Asset Management, an estimated $8.46M sold.

Based on aggregated 13F filings for Q4 2021.